9.11.26 Prepayment Speeds; Agile's Greg Vacura on TBA Trading; CPI Inflation

9.11.26 Prepayment Speeds; Agile's Greg Vacura on TBA Trading; CPI Inflation

Author: Chrisman LLC September 11, 2026 Duration: 27:41
August prepayments strengthened the view that the 2026 refinance wave has peaked, with Fannie 30-year speeds falling 12 percent to 7.1 CPR and Ginnie II also slowing, leaving subdued near-term runoff and greater extension risk, while higher-coupon VA pools and recent Ginnie vintages remain the key latent prepayment risks if mortgage rates decline materially. Robbie interviews Agile’s Greg Vacura on connecting mortgage lenders and broker-dealers to make MBS trading faster, more efficient, tran...

Every weekday, Chrisman Commentary-Daily Mortgage News cuts through the noise of the financial world to focus squarely on the forces driving the housing and lending markets. Host Robbie Chrisman brings a direct, informed perspective to your morning, translating complex capital market movements, regulatory updates, and economic indicators into actionable intelligence for professionals and interested observers alike. This isn't just a headline recap; it's a deep dive into the "why" behind the rate sheets, offering context on how policy shifts in Washington or trends on Wall Street directly impact mortgage originators, real estate agents, and borrowers. The daily rhythm of this podcast ensures you're never caught off guard by market volatility, providing a consistent and reliable analysis of the lending landscape. Tune in for a concise, expert breakdown that makes sense of the day's most critical developments, from housing data releases to banking sector news, all delivered with the authority of Chrisman LLC's industry experience. You'll find clarity on the interconnected stories that define the mortgage business, making each episode a vital tool for navigating a constantly evolving field.
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